Prudent Client Desk

Prudent Corporate Advisory Services Ltd.

About this app

Prudent Client Desk empowers you to manage your mutual fund investments anytime, anywhere.

After successful login, the Welcome screen displays the ‘Dashboard’ where you can view summary of investments made, current valuation, returns earned etc.

There are various other sections where you can view Scheme-wise and Client-wise summary report, Capital Gain/Loss report, Dividend Income Statement, Nature-wise and Sub-Nature-wise summary report, transaction report etc. Various financial planning calculators are also available for planning your goals.

Note: To access this application you must use your registered Login Id and Password for Prudent Client Desk. If you don’t have the same, then please contact your advisor or RM.

Ratings and reviews

Recently, I updated the application and I am very disappointed with the changes. The entire interface has been completely redesigned, and unfortunately, it has made navigation more complicated. It is now very difficult to find individual portfolio performance. Viewing an individual SIP performance report requires two to three additional steps, which is inconvenient and time-consuming. The old version of the application was much more user-friendly and made it easy to quickly check SIP performance

The dashboard is not good. The font size n font colour are very poor. No settings possible. Zero thought has gone into creating this platform considering all age groups. The contrast with background is very poor. Poor appearance n Don' t feel like seeing the app.

Worst service , very unproffesional staffs , cuts the phone and talk very rudely . company is very good until they have to take money from you .

What’s new

We've added a unified view for all investment products including MF, Stocks, PMS/AIF, NPS, FD, Bonds, P2P, and Liquiloan. The dashboard now loads faster, with improved navigation and better portfolio insights. Bug fixes and performance enhancements included for a smoother experience.